证券研究报告行业深度报告环保东吴证券研究所1/14请务必阅读正文之后的免责声明部分环保行业深度报告垃圾焚烧idC系列深度2：三种模式盈利弹性测算合作潜力分析2025年03月26日证券分析师袁理执业证书：S0600511080001021-60199782yuanl@dwzq.com.cn证券分析师陈孜文执业证书：S0600523070006chenzw@dwzq.com.cn行业走势相关研究《深圳供水提价在即，水价改革重塑成长+估值，新建idC绿电占比要求进一步提高》2025-03-24《促进环保...

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GlobalEnergyReview2025TheIEAexaminesthefullspectrumofenergyissuesincludingoil,gasandcoalsupplyanddemand,renewableenergytechnologies,electricitymarkets,energyefficiency,accesstoenergy,demandsidemanagementandmuchmore.Throughitswork,theIEAadvocatespoliciesthatwillenhancethereliability,affordabilityandsustainabilityofenergyinits32Membercountries,13Associationcountriesandbeyond.Thispublicationandany...

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ENERGYSUBSidYREFORMINACTIONFIRM-LEVELEFFECTSOFENERGYPRICEINCREASESEvidenceandInsightsfromRecentResearchTECHNICALREPORTPublicDisclosureAuthorizedPublicDisclosureAuthorizedPublicDisclosureAuthorizedPublicDisclosureAuthorizediiiCONTENTSContentsAcknowledgmentsvExecutiveSummaryvi1Introductionxx1.1.BackgroundandFirstPrinciples21.2.WhatDoMicrodataSayaboutFirm-LevelImpactsofEnergyPriceChanges?41.3.Firm...

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ShellLNGOutlook2025ShellplcFebruary20252CautionarynoteThecompaniesinwhichShellplcdirectlyandindirectlyownsinvestmentsareseparatelegalentities.InthisLNGOutlook“Shell”,“ShellGroup”and“Group”aresometimesusedforconveniencewherereferencesaremadetoShellplcanditssubsidiariesingeneral.Likewise,thewords“we”,“us”and“our”arealsousedtorefertoShellplcanditssubsidiariesingeneralortothosewhoworkfo...

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ICS65.020.01CCSB0415内蒙古自治区地方标准DB15/T3763—2024草地碳汇遥感监测技术指南Technicalguidelinesforremotesensingmonitoringofgrasslandcarbonsink2024-12-18发布2025-01-18实施内蒙古自治区市场监督管理局发布DB15/T3763—2024I目次前言.................................................................................II1范围...............................................................................1...

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TheIEAexaminesthefullspectrumofenergyissuesincludingoil,gasandcoalsupplyanddemand,renewableenergytechnologies,electricitymarkets,energyefficiency,accesstoenergy,demandsidemanagementandmuchmore.Throughitswork,theIEAadvocatespoliciesthatwillenhancethereliability,affordabilityandsustainabilityofenergyinits31membercountries,13associationcountriesandbeyond.Thispublicationandanymapincludedhereinarewi...

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RidINGUNLOCKED2025THEAISHOCKWAVEGLOBALATTHELEADINGEDGEOFBRANDCOMMUNICATIONSRESEARCHUNLOCKED2025Theageofexpectations0401-Perspectiveiseverything0902-ThreepillarsofAItrust1503-Fromdeficittodividend2304-Beyondwords2805-Nativeisthenewnormal32Lookingahead37WelcomefromRWS’sCEOAtRWS,AIisnotnewtous,ithasbeenembeddedinourDNAfordecades.WepioneeredAI-poweredtranslationwithLanguageWeaverin2003andhavebeena...

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ELECTRICITYGASAnationalforecastto2050ENERGYTRANSITIONOUTLOOKUK2025FOREWORDAsweenter2025,theenergyindustrystandsatapivotalmomentinitshistory.Despiteglobaleconomicheadwindsandgeopoliticaluncertainties,wevewitnessedunprecedentedmomentumincleanenergydeploymentandDNVforecaststhattheworldwillhitpeakemissionsthisyear.TheUKsenergylandscapeistransformingrapidly,withrecord-breakingrenewableenergygenerati...

时间:2025-03-24 18:19栏目:研究报告

1CriticalRawMaterialsGuideInsightsfromanenergytransitionperspective2SecuringthesustainablesupplyofcriticalrawmaterialsisessentialtodeliverontheEU’sgreenpolicyambitionsandenhancetheregion’sresilienceandautonomy.Arupcanguideyou.3Relevance3Definitionuse4Origin9VolatilityDrivers20Sustainability25TableofContents4Thisguideaimstoprovideanintroductionontheutilisation,origin,(macro-)economics,andenvir...

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证券研究报告|行业深度请仔细阅读本报告末页声明gszqdatemark电力设备全球AI共振，AidC基建需求拐点已至国内外龙头持续加码AI算力，AidC开启新周期。阿里巴巴发布FY2025Q3业绩，该季度资本开支环比高增80%+至318亿元。其他国内互联网巨头字节、腾讯等亦竞相布局AI领域，各场景AI渗透加速，带动算力侧需求高增。全球范围看，海外科技巨头均持续加码AI算力，北美CSP四大厂商2025年资本开支预计超3150亿美元。预计AI基建需求高增，...

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